Meeting Intelligence Powered by AI

MEETINGS CAPTURED.
FOLLOW-UPS
AUTOMATED.

Meeting Intelligence shouldn't stop when the Zoom call ends. Strata captures the conversation and seamlessly uses industry-leading email management software to drive your post-meeting workflows.

Auto

Meeting Sync

Live

Email Follow-Ups

$97

Per Month

See the Meeting AI Live → Explore the workflow ↓

Book Your Demo

20 minutes. See how a single meeting powers an entire intelligent inbox.

No credit card. Qualified independent advisors only.

The Post-Meeting Chaos

WHEN YOUR NOTES
DON'T SPEAK TO YOUR INBOX.

Advisor overwhelmed by post-meeting tasks

🎤

Great Meetings, Terrible Follow-through

You have a phenomenal client call, but without an ai email assistant to carry the momentum, follow-up messages get delayed while you scramble to type up notes.

📥

Inbox Clutter Disrupts Action

After a meeting, client replies get buried. Because you lack an intelligent inbox and proper email triage software, action items from your meetings get lost in the noise.

📝

Drafting from Scratch Wastes Time

Basic note-takers just give you text. They don't have built-in email template software logic to automatically draft your next steps, leaving you to rewrite emails manually.

😰

Missed Emotional Context

A client sounded anxious on the call, but your static notes missed it. Missing sentiment analysis email capabilities means your team might follow up with the wrong tone.

Meeting Intelligence Software

FROM SMART MEETINGS
TO SMART INBOX.

Advisors experiencing meeting intelligence integration

Deep Meeting Transcription

Strata acts as your invisible partner, capturing every word, nuance, and decision during the meeting to fuel your ongoing client email management safely and accurately.

Email Response Automation

The moment you hang up, our email intelligence software uses the transcript to instantly draft a hyper-personalized follow-up email directly from your inbox.

Smart Email Filtering

When the client replies, Strata applies automated email categorization and email priority management to surface their response above all the newsletter noise.

Complete Workflow Execution

Leveraging powerful email automation tools, tasks are generated, the CRM is updated, and the entire post-meeting cycle is completed effortlessly.

The Workflow

HOW AI POWERED EMAIL
EXTENDS YOUR MEETINGS.

Automated meeting to email workflow mapping

AI Joins the Call

Strata auto-joins Zoom or Teams, transcribing the conversation perfectly and identifying actionable next steps.

It Powers Your Follow-ups

Utilizing advanced email workflow automation, Strata immediately drafts your follow-up email based on the exact decisions made, ready to send.

It Manages the Replies

When the client responds, our true ai powered email engine applies smart email filtering so you never miss their vital documents or wire requests.

It Archives the Context

Every meeting note and subsequent email exchange is securely logged into Wealthbox, ensuring a permanent, intelligent record.

From the Field

ADVISORS WHO AUTOMATED
THEIR FOLLOW-UPS.

Confident financial advisor reviewing intelligent inbox

"Before Strata, meeting notes were one tool and my inbox was another. Connecting my Meeting Intelligence directly to Strata's email management software means my follow-ups are drafted the second I click 'End Call'."

Solo RIA — $85M AUM

"The email response automation is magic. It takes the exact context of our hour-long meeting and summarizes the next steps in an email perfectly. It's the best ai email assistant I've ever seen."

Partner — 5 Advisor Firm

MEETINGS TO INBOX.
ONE SEAMLESS FLOW.

Book a 20-minute demo and see how Strata AI's meeting intelligence transforms your entire post-call workflow.

Book My Free Demo →

$97/month · 14-day free trial · Live CRM Sync · Cancel anytime

MEETINGS CAPTURED.FOLLOW-UPSAUTOMATED.

MEETINGS CAPTURED.
FOLLOW-UPS
AUTOMATED.